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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ROYCE SMALL CAP TRUST INC COM

Steward Partners Investment Advisory, LLC holds 290,748 shares of RVT (ROYCE SMALL CAP TRUST INC COM), worth $5.4M as of 2026-Q2. The position was increased (+5.3% shares). RVT represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$5.4M

Current Shares

290,748

Total Value Change

+$4.2M

Total Shares Change

+216,294

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
290,748
+5.3%
$5.4M0.0%$18.47
28
2026-Q1
Increased
276,056
+65.4%
$4.6M0.0%$18.14
39
2025-Q4
Increased
166,889
+4.8%
$2.7M0.0%$16.14
28
2025-Q3
Increased
159,279
+2.8%
$2.6M0.0%$15.55
27
2025-Q2
Decreased
155,004
-21.3%
$2.3M0.0%$14.21
0
2025-Q1
Increased
196,983
+18.6%
$2.8M0.0%$13.29
31
2024-Q4
Increased
166,040
+123.0%
$2.6M0.0%$14.36
42
2024-Q3
Increased
74,454
+14.6%
$1.2M0.0%$13.83
29

Other major holders of RVT: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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